See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIRST CLEARING LLC1+ years Service code 55 · EIN 23-2384840 | Other Commissions | $14,787 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,063 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,811 | $48,313+94.2% | $73,307+28.0% | $52,331+79.3% |
| Participation rate | 98.1% | 68.6%+29.5pp | 74.9%+23.1pp | 68.1%+30.0pp |
| Annual return | -0.18% | 3.85%-4.0pp | 5.67%-5.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $2,515 | $1,661+51.4% | $3,237-22.3% | $1,882+33.6% |
| Participant deferral / active EE | $8,062 | $4,189+92.5% | $4,991+61.5% | $3,022+166.8% |
| Admin fee / account holder | $16 | $404-96.1% | $5,637-99.7% | $592-97.3% |